Service Plan Discounts
Service Plan discounts allow you to add a discount to the service plan templates you offer and then automatically apply the discount to all future jobs and estimates for those customers.
Add a Discount to a New Service Plan Template
To add a Discount when creating a new Service Plan Template:
Click the My Apps icon in your navigation bar and select Service Plans.
On your Service Plans dashboard, in the top right-hand corner, click on + SERVICE PLAN.
Set up the service plan as outlined in the steps here.
In the discounts section:
Toggle Apply discount to jobs on.
Enter a description
Enter a percentage amount
If you would like to remove or not include a discount, the Apply discount to jobs toggle must be off.
Click Next to finish setting up your Service Plan template, and then select Create plan.
Add a Discount to an Existing Service Plan Template
To add a discount to an existing Service Plan template:
First, navigate to the Service Plan Dashboard.
Next, under the Plan Templates section, select the service plan template you want to update.
Then, click the three vertical dots in the top right corner of the template and choose Edit Service Plan.
Under the Discount section, turn on the toggle to Apply Discount to Jobs.
Once you've added the discount, click Next in the top right corner to continue, then select Save Plan to confirm your changes.
Please Note: If the Service plan has already been added to customers, any changes you make will apply to new agreements, but will not change existing agreements.
For more information on Service Plans please see our Service Plans Collection or Service Plans FAQs.